Albion Financial Group Portfolio Holdings
Albion Financial Group
- $1.29 Billion
- Q1 2024
Albion Financial Group has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.29 Billion distributed in 503 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $146M, Ishares Russell Mid Cap ETF with a value of $76.4M, Franklin U.S. Low Volatility H with a value of $71.1M, Apple Inc. with a value of $59.5M, and Microsoft Corp with a value of $58M.
Examining the 13F form we can see an increase of $76.3M in the current position value, from $1.21B to 1.29B.
Below you can find more details about Albion Financial Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 503
- Current Value $1.29 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 53 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 76 stocks